Caliber Wealth Management (Utah)’s JPMorgan Chase JPM Stock Holding History

Caliber Wealth Management (Utah)’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,779	Closed	-$492K	–	59
2023 Q1	$492K	Sell	3,779 -11,770	-76%	-$1.61M	0.37%	48
2022 Q4	$2.09M	Buy	15,549 +11	+0.1%	+$1.39K	1.59%	18
2022 Q3	$1.62M	Buy	15,538 +31	+0.2%	+$3.56K	1.28%	35
2022 Q2	$1.75M	Buy	15,507 +162	+1%	+$20.1K	1.36%	32
2022 Q1	$2.09M	Buy	15,345 +1,499	+11%	+$221K	1.34%	35
2021 Q4	$2.19M	Buy	13,846 +2,879	+26%	+$473K	1.51%	27
2021 Q3	$1.83M	Buy	10,967 +2,597	+31%	+$407K	1.29%	38
2021 Q2	$1.3M	Buy	+8,370	New	+$1.31M	0.92%	45

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Caliber Wealth Management (Utah)'s JPM Position: Q2 2023 in Review

Caliber Wealth Management (Utah) sold out of JPMorgan Chase (JPM) in Q2 2023, closing a stake of 3,779 shares — an estimated $492K sold.

Caliber Wealth Management (Utah) first reported a position in JPM in Q2 2021 and held it in 8 quarters. The position peaked at $2.19M in Q4 2021. 3,664 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

Caliber Wealth Management (Utah) reported no remaining JPMorgan Chase position as of Q2 2023 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 3,779 JPMorgan Chase shares in Q2 2023, an estimated $492K.
Caliber Wealth Management (Utah) first reported a position in JPMorgan Chase in Q2 2021 and held it in 8 quarters.
Caliber Wealth Management (Utah)'s JPMorgan Chase position peaked at $2.19M in Q4 2021.
3,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q2 2023, filed 27 Jul 2023.